Job Vacancies at CIC Insurance

Purpose

• Responsible for maintenance of client data to ensure timely creation, purchase, receipting, withdrawal, and reconciliation of clients’ accounts on a daily basis.

Primary Responsibilities

• Responsible for follow up on swift resolute of bank channel integration challenges.
• Contact customers to verify their transactions.
• Confirm client bank details, balances and prepare payment schedule.
• Liaise with custodians for resolution of reconciliation issues;
• Distribute income for the various funds at different periods;
• End of day process for purposes of generating pricing;
• Prepare weekly and monthly production reports.
• Dispatch of client statements.
• Participate and attend scheduled trustee meetings.
• Reconcile and review all cheque details, identifying bounced cheques and inform clients.
• Contact new clients to confirm receipt of funds, process flow and product information.
• Ensure dispatch of monthly member statements
• Prepare and dispatch instructions to the custodians.
• Contact and respond customers to their requests
• Responding to any queries/complaints on credits

PERSON SPECIFICATION

Academic Qualification

• Bachelor’s Degree in relevant business field

Professional Qualification

• Progress towards relevant professional field (Added advantage)

Experience

• Up to two (2) years’ relevant experience.

 Skills and Competencies

• MS Suite
• Strong interpersonal skills.
• Excellent written and oral communication abilities.
• Time management and multi-tasking skills.
• Excellent attention to detail.
• Ability to exercise prudent judgment.
• Ability to organize, multitask, prioritize, and work under pressure
• Proactive and able to work with minimal supervision

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Purpose

• The role is accountable for the day to day execution of client withdrawals & fund switch requests. The role will deliver operational effectiveness ensuring TAT on client disbursement of funds for excellent client experience.

Primary Responsibilities

• Timely & accurate execution withdrawal & fund switch requests
• Confirming client account balances and banking details
• Make call backs to verify client’s debit instructions
• Debiting clients’ accounts and process payments end-to end
• Responding to any queries/complaints on withdrawals
• Preparation of letters to clients’ banks to facilitate payments
• Carrying out due diligence on the documents received to change bank account details
• Accurately process requests to change bank account details
• Preparation of monthly interest disbursements and standing order payments
• Ensuring adherence to payment operating policies, procedures and risk management

PERSON SPECIFICATION

Academic Qualification

• A minimum of Bachelors’ Degree in Business or in a related field.

Professional Qualification

• Progress towards relevant professional field (Added advantage)

Experience

• Up to one (1) years’ relevant experience.

Skills and Competencies

• Excellent customer service skills Strong interpersonal skills.
• Excellent written and oral communication abilities.
• Ability to work accurately with close attention to detail; strong ability to scrutinize and examine
• Ability to take initiative and prioritize tasks; good time-management, multi-task, problem-prevention and problem-solving skills.
• Willingness to adapt to changing business needs